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Personal Finance – PowerPoint How the Market Works – Investment Portfolio PowerPoint Investment Portfolio Possible pts. – (35) Due date = Monday, November 7th (*25% deduction for late after November 7th) Goal - Create a PowerPoint presentation that identifies long-term investing strategies. Research, evaluate and identify publicly traded stocks. Compare and contrast investments using professional finance strategies and resources. All analysis should be written in your own words. Website resources – CNN Money – www.money.cnn.com (DOW Company’s, S & P 500 Company’s, Mutual funds, ETF’s) US News & World Report – Mutual Funds & ETF’s http://money.usnews.com/funds/mutual-funds Yahoo Finance – www.finance.yahoo.com (DOW Company’s, S & P 500 Company’s, Mutual Funds, ETF’s) Stock Portfolio – www.simvest.com (Penny Stocks) I. Or Select (1) Corporate Investment or Mutual Fund for the long-term Slide 1 – Profile Slide Select (1) Company’s from your SimVest Portfolio or financial websites that could be a good longterm investment. 2016 Yearly rate of return = 8% or higher 1 year (ROI) Identify: o Name of Company, Main Headquarters address, website, Ticker Symbol, Current Stock Price, Sector, Industry o What does the company produce? Describe the market environment of the business? o P/E Ratio, Dividend yield o Identify the owners/board of directors (Top 2) o Identify recent company news. What is the outlook for the company for the next few months? o Explain what your reasons or justifications are for selecting this company/stock for a longterm position. Select (1)Mutual Fund or ETF Investment for the long-term Slide 1 – Profile Slide (Mutual Fund or ETF) Select (1) funds from the SimVest Portfolio or financial websites that would be a good longterm investment. 2016 - Yearly rate of return = 8% or higher Identify: Include investment objective – two sentence description of the fund Ticker Symbol, current stock price 1 year (ROI), 3 year (ROI), 5 year (ROI) Include a list of the top (10) holdings in the fund. Include a list of the top (5) sectors and portfolio % Create o o o o II. two graph slides that explain how the company stock performed over the tracking period. Slide (2) - Use PowerPoint/Excel Graph (October 7, 14, 21, 28) stock performance Graph – each stock plotting its performance Note: We will review in class how to create a column chart in PowerPoint/Excel. Slide (3) –Use SmartArt Chart Identify – 52 week (high) & 52 week (low), include the dates for both Identify – (1) Year return (%) Final Slide – Concluding slides - Describe what you have learned about investing from this class. Include at least (3) paragraphs referencing information gathered from online stock sources & NEFE Financial planning workbooks. In your own words - Describe what you have learned about investing in the stock market and managing your personal finances in the future. Describe the profitability of SimVest portfolio during the months of Sept - November. 1. (1 paragraph) Include details about how savings/investing can provide future financial security. 1. (1 paragraph) Describe what new knowledge you acquired through the Personal Finance units. 1. ( 1 paragraph) Stock Market PowerPoint project Student Name ______________________________________ Final – Stock Analysis PowerPoint Grading Rubric Classroom behavior:– (3 pts. - daily classwork grade) Points deducted for Playing games, cell phone use, not working diligently on the project Possible Points Earned 6 pts. (1) Corporate Stock Investments (1 Year – ROI 8% or higher) 3 o o Company Profile – Headquarters, website, ticker symbol, sector, industry Fundamental stock statistics – P/E ratio, dividends Owners/Boards of directors o Company News 3 o Personal justification 2 o Weekly Stock - bar graph 3 o Yearly stock prices – SmartArt Graph 3 o OR 2 3 (1) Mutual Funds or ETF’s (1 Year – ROI 8% or higher) o o o o o o o Fund Profile –ticker symbol, stock price Investment Objective – two sentence description of the fund Competitors 1 year (ROI), 3 year (ROI), 5 year (ROI) Include a list of the top (10) holdings in the fund. Top (5) sectors % Weekly Stock - bar graph o Yearly stock prices – SmartArt Graph Final Slide – Concluding slide Describe what you learned about investing and managing personal finances over the last two months. Final Analysis Essay (Value: 12 points) An intelligent three-paragraph essay explaining three lessons learned about financial responsibility through this process Contains a well-written introduction, body, and a clear conclusion Demonstrates careful consideration and learning Includes SPECIFIC examples and supportive data from the learning experience. Personal Finance/Investing vocabulary use is evident. Total Points (35) Points 12